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There’s considerable talk about potential tax reform in Washington. It is anyone’s guess what that will look like in the end. However, taxes must be

A trust is a legal vehicle for managing financial assets for the benefit of you and/or someone else. The property owner (the grantor or settler)

Progressive states like California have led the charge in finding and implementing methods and techniques to avoid probate, reports The PV Democrat in its recent

The federal government is again modifying the reverse mortgage rules. These changes impact the cost of insurance and borrowing limits, which create a mixed bag

Thomas Ellis claims that Maria Jackson, also known as Maria Ellis, has no right to his father’s benefits, because she was never legally married to

With all the tax laws in the United States, at some point you get a curve ball thrown at you. This could make a big

It’s no secret that the price of long-term care insurance is high. It’s high for everyone, not only the patients, but also the caregivers. They

Kiplinger’s recent article, “Plot a Smoother Retirement Journey with a Written Income Plan,” explains that Social Security is expected to play a major role in

Comedian Jerry Lewis died last month of heart failure at the age of 91. He left behind a wife, six children from a previous marriage,

The Northwest Indiana Times says in its recent article, “Choosing an executor,” that will challenges are pretty rare. A successful contest can stem from an

The (Riverside CA) Press-Enterprise explains in its recent article, “Women on Money and Mindset: Estate planning: choosing a trustee,” that in a living trust, when

According to a survey conducted a few years ago by the Associated Press-NORC Center for Public Affairs Research, 34% of Americans thought Medicare would cover